Hey everyone me kevin here boy, oh boy, what a crazy day, not only in the markets but also for tesla. You don't believe what elon musk just said in response to the hindenburg short seller report. Now, if you haven't heard about that yet, oh boy, let me catch you up, okay and then after i catch you up about that, i got to talk to you about elon, musk, potentially mysteriously dying, and then we got ta talk about an issue regarding tesla's and Sudden acceleration and then after all of that we're gon na talk about a spreadsheet, with sort of a projection on roi for investing in tesla stock. Now, full transparency, i'm a tesla bulb, and if you don't like it, you don't have to you, don't even have to watch.

But if you watch you're gon na get some juicy inside so get this. The short selling company famous for its nicola short and exposing the rolling down the hill of the nikola truck to make the truck seem as though it was powered by a hydrogen engine. When really it was just being towed up a hill and then rolled down it to make it look like it was in motion to pump the value of nicola. Well, that same company has come out to suggest that had musk not bought twitter musk would probably be down substantially more than the level where it sits now, because, right now, it's actually up the twitter stock has actually been a great place to hide in this insane Market potentially because of elon, musk's and or elon musk's takeover bid for twitter - and i mean this - makes complete sense.

The nasdaq year today is down 26, but when you look at twitter stock year today, you're actually up 12.42, so you'd probably have a swing of somewhere. In the neighborhood of even with a beta of one at least a 38 on twitter stock, closing at roughly 48 a 38 decline on this particular stock, would you bring up would bring you all the way down to about 29.76 per share and if it had a Larger beta twitter probably be selling for, like 20 bucks right now, so they're not wrong in suggesting that hey elon musk is the only thing propping up this value. Yeah yeah, that's right, because people think elon's going to buy this out at 54, 20. now elon, just tweeted, something that's raising some eyebrows about the idea of this deal closing for 54.20, but let me first say some of the other arguments.

They've got here. First hindenburg suggests that elon musk is overpaying and on top of elon musk overpaying for the company and paying you know, probably 70 times earnings. As of the q uh for earnings report, now we got the q1 earnings report and we got what low earnings guidance and low user numbers and revisions to the downside as well, and so hindenburg is kind of suggesting hey y'all realize like if elon can't get the Financing together he could just dump his 9.2 percent shares and the deal doesn't happen all of a sudden. You get this huge vacuum of money out and this stock could be selling for 15.

Bucks. Elon could literally take attendees now on stocks on shares. He was basically buying between 35 and 40 dollars on a company. That's now at 48 bucks he could take billions of dollars.

Attendees here screw everyone else and just sorry i guess the deal didn't work out. You know what i'm going to go make my own company, which you know his own social media platform, which, if you look at his latest reply, he actually just responded to somebody wrote who wrote the following: poke a pope of musconity. It's kind of an awesome name wrote you could create a better platform for less than one billion dollars a better platform than twitter. I said it before and i will reiterate that being said, i kind of understand why you're buying twitter, though i don't like that you're buying it with tesla an asset.

You said you years ago, you would only sell if it was to fund going to mars. He replied that his elon musk replied and says you might be right, so this is now raising speculation over. Are you right that you shouldn't have sold tesla to buy this, or are you right that maybe it'd be cheaper to make your own platform and does that? Actually change anything regarding the fundamentals of the deal, my guess is probably doesn't change anything elon's probably still going to go through with this deal, even though i've personally also thought he's overpaying for it. Elon musk has this expectation that he's going to 5x revenues and 5x.

The user base at this company and have cr subscription agreements modeled after an ex subscription which we're not even sure what this is and have data subscription agreements, potentially with companies like tesla, maybe for the optimus robot. Who knows some of the speculation. But there's a lot of excitement that elon musk could double or triple the valuation of twitter. So there are a lot of folks who want to be in the twitter deal, despite the fact that now you've got hindenburg shorting, it somebody's going to be gloriously right and somebody's going to be gloriously wrong.

Here personally, i don't think i'd short twitter, but let me put it this way. I'm also not super bullish on the idea of going long on twitter, because there is some big and immediate downside risk, whether it's through government regulation, anti-trust regulation, who knows or just twitter, changing or elon musk, rather just changing his mind. Who knows, i guarantee you he wakes up and on some days he's like? Why am i even doing this? Why do i want to take over 7 500 employees? Why am i adding the stress to my life? I don't know but to add stress to his life. He now got testimony here that reads the following, and this is translated, so it's a little broken, but take a look at this from the testimony of the captured commander of the 36 marine brigade.

You should use ftx via the link in the description down below to get yourself free, crypto. Every time you trade over ten dollars worth of crypto just make sure you use that code meet kevin linked down below you might recognize them from their partnerships with tom brady and others like the miami heat stadium, so check out ftx via the link in the description Down below and make sure you use that code meet kev when you download the app okay so going into what the letter actually says here from the testimony of the captured commander of the 36 marine brigade of the armed forces of ukraine, a colonel it turns out, Has, in other words, that has the internet terminals of elon, musk's starlink satellite company were delivered to the militants of the nazi azov battalion and the ukrainian marines in marupo by military helicopters. So, in other words, the russians are like hey, elon, you're, providing internet to the nazis. You shouldn't do that and now they're saying.

According to our information, the delivery of the starlink equipment was carried out by the pentagon and the united states and biden you've got blood on your hands too. Oh no they're. Joking now, anyway, elon musk thus is involved in supplying the fascist forces the nazis in ukraine, with military communication equipment. This is the allegation right and for this, elon musk will be held accountable, like an adult, no matter how much you'll play the fool? Okay, so, in other words, they're suggesting somewhat of a threat here that hey you're going to get taken care of now, elon musk replied to this and said the word nazi doesn't mean what he seems to think it does uh and then elon also wrote.

If i die under mysterious circumstances, it's been nice knowing ya, to which, of course, elon musk's mom replied, that's not funny so uh hoping we get some up upage there on the security for elon musk, but uh yeah, i mean look, it's not uncommon. To see this kind of like propaganda, i mean consider somebody who's a hero in america, getting essentially death threats in in this russia, ukraine war. It gets a lot of people talking about russia again and their potential might and power, and oh, no, if elon musk, is scared of the russians. Maybe the americans should be too it's all propaganda.

That's sad! Anyway. Okay next thing, we got teslarati reporting that the tesla owner in china, who bought a tesla claiming the brakes, were faulty today admitting that their story was fabricated. This apology is kind of common in china, where, if you're ever like found guilty of something they will make you like publicly shame yourself like read a statement on the radio, which is exactly what happened here. In fact, the statement read after the accident i was upset and even though i knew i had pressed the accelerator pedal instead of the brake, i have been insulting and defaming tesla incorporated and tesla vehicles since mid august 2020 by continuing to fabricate content on various different Platforms, tv, radio and so on about tesla's automatic acceleration and brake failure and about how to cherish life and stay away from tesla.

This admission by the way came after multiple investigations by police, local law enforcement and the venn zoo automobile engineering society and tesla altogether. Concluding that the accelerator was pressed and not a break in this particular accident that led to these defamation, apparently now defamatory statements. We can conclude after this admission, unfortunately uh for the individual, but rightfully so if indeed the individual was defaming tesla. So this clears a lot of the air for tesla.

There has been a lot of drama like this. This particular case went to trial. A verdict was reached in this. They were required to pay 7 500 and apologize and we've seen stuff like this happen.

Before, like there was a woman who went to the shanghai auto show, i think it was a year or two ago. Now, anyway, one or two years ago now and uh, she claimed that her tesla was unsafe and then jumped on top of a tesla at the auto show protesting with a sign talking about how unsafe teslas are went viral for this tesla, then to do you know Counter attack after the woman denied tesla being able to investigate the tesla tesla decided to leak data about her driving behavior before the accident, showing that the vehicle was driven aggressively before the accident and essentially that it wasn't fair that tesla wasn't able to inspect the vehicle. So uh, i would say here two things: kind of ending up kind of the way they should getting a little drama, a little bit of fun out of the market for tesla, but boy, oh boy, there's always going to be drama. There's no shortage of that.

So now i do want to touch on the tesla spreadsheet and some of my thoughts here. I'm going to give you a quick update on this. So my sort of quick update on this is that revenue per vehicle - it's go. It's not going to move down to 48k, as i thought for a time being, but i do think we're gon na have a faster ramp for tesla deliveries with or without a recession.

I really do think there's a good shot of us getting to about five mil vehicles by 2025 and if i take my usual 30 margin at 52k and i dropped tesla's pe ratio roughly in line with a one peg to about 66 from a hundred. I still get a tesla share price by the end of 2025 about 2081.. That sets me up buying the stock at 792 for about a 23 compounded annual rate of return, that's better than warren buffett if it ends up becoming true now, if we only end up pulling off, let's say: uh: let's go with, i don't know 48, so 4.8 Million that's gon na hurt, though, because we really need the numbers for tesla to be able to pull this off. We need the growth if we miss on growth, we're going to have big problems, however, still even with 4.8 we're still at 1800 bucks, and if i go even dirtier.

Okay, if i go to 4 million by 2025, we are still popping 1 500 bucks. Almost a double from where we are now all right. Folks, good luck on your adventures out there. This is not financial advice, but if you do want perspective on building your long-term wealth, especially in real estate, with that big dip, we got coming up check out the programs, i'm building your worth, link down below use that coupon code expiring in just seven days from Today and we'll see you soon bye now, what do i actually think if elon musk were to die say he was killed by some russian spy? Oh gosh, this rhymes like a poem.

This is a problem, but anyway i don't actually think much for tesla twitter would be a disaster. It's going to go down 50 60 percent uh tesla, not so much and also worried about it. Why? Because we've got 110 000 brilliant minds and hard-working people working for tesla. The vision is there for tesla the product is the gigafactories and we're going to the moon with tesla now we'd love to have elon's vision for the optimus and future products.

Don't get me wrong? That's going to be a hurt, but in terms of the car company should be fine, and by should be, i only mean going down to like 420.